CIBC Private Wealth Group
PWP

CIBC Private Wealth Group’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

CIBC Private Wealth Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,384
Closed -$133K – 2208
2018
Q1 		$133K Sell
4,384
-805
-16% -$24.4K ﹤0.01% 979
2017
Q4 		$162K Buy
+5,189
New +$162K ﹤0.01% 956

Other funds holding PWP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIBC Private Wealth Group's PWP Position: Q2 2018 in Review

CIBC Private Wealth Group sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 4,384 shares — an estimated $133K sold.

CIBC Private Wealth Group first reported a position in PWP in Q4 2017 and held it in 2 quarters. The position peaked at $162K in Q4 2017. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

  • CIBC Private Wealth Group reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4,384 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $133K.
  • CIBC Private Wealth Group first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $162K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

Based on CIBC Private Wealth Group's 13F filing for Q2 2018, filed 2 Aug 2018.